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Montz Harcus Wealth Management’s RTX Corp RTX Stock Holding History

Montz Harcus Wealth Management’s Portfolio RTX Stock Details RTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$311K Buy
1,641
+51
+3% +$9.35K 0.11% 73
2026
Q1 		$307K Buy
1,590
+134
+9% +$26.6K 0.12% 67
2025
Q4 		$267K Sell
1,456
-841
-37% -$146K 0.11% 72
2025
Q3 		$384K Buy
2,297
+7
+0.3% +$1.09K 0.17% 53
2025
Q2 		$334K Buy
2,290
+11
+0.5% +$1.47K 0.16% 56
2025
Q1 		$302K Buy
2,279
+38
+2% +$4.82K 0.17% 54
2024
Q4 		$259K Buy
2,241
+9
+0.4% +$1.09K 0.15% 59
2024
Q3 		$270K Buy
2,232
+12
+0.5% +$1.37K 0.16% 55
2024
Q2 		$223K Buy
2,220
+8
+0.4% +$827 0.14% 57
2024
Q1 		$216K Buy
+2,212
New +$200K 0.15% 62
2023
Q3 		– Sell
-2,305
Closed -$226K – 57
2023
Q2 		$226K Buy
2,305
+12
+0.5% +$1.18K 0.19% 52
2023
Q1 		$225K Buy
2,293
+11
+0.5% +$1.08K 0.21% 49
2022
Q4 		$230K Buy
+2,282
New +$215K 0.23% 46
2022
Q3 		– Sell
-2,260
Closed -$217K – 53
2022
Q2 		$217K Buy
+2,260
New +$217K 0.23% 48

Other funds holding RTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Montz Harcus Wealth Management's RTX Position: Q2 2026 in Review

Montz Harcus Wealth Management increased its RTX Corp (RTX) stake by 3.2% in Q2 2026, buying an estimated $9.35K and bringing the position to 1,641 shares worth $311K. The position accounts for 0.11% of the portfolio, ranked #73.

Montz Harcus Wealth Management first reported a position in RTX in Q2 2022 and has held it in 14 quarters since. The position peaked at $384K in Q3 2025. 3,429 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Montz Harcus Wealth Management held 1,641 shares of RTX Corp worth $311K as of Q2 2026.
  • Montz Harcus Wealth Management bought 51 RTX Corp shares in Q2 2026, an estimated $9.35K.
  • RTX Corp made up 0.11% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #73 holding.
  • Montz Harcus Wealth Management first reported a position in RTX Corp in Q2 2022 and has held it in 14 quarters since.
  • Montz Harcus Wealth Management's RTX Corp position peaked at $384K in Q3 2025.
  • 3,429 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.